Position in WEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,167,519
+$287,999 QoQ
Shares Held
8,275
+44.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atria Investments, Inc holds $215,971,327 across 28 Software - Infrastructure names. WEX ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
349,531 | $130,382,053 | |
| 2 | ORCL |
Oracle Corp
|
187,567 | $27,487,943 | |
| 3 | PANW |
Palo Alto Networks Inc
|
49,838 | $16,995,754 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
51,729 | $6,035,222 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
31,380 | $5,986,833 | |
| 6 | SNPS |
Synopsys Inc
|
10,448 | $4,660,539 | |
| 7 | NET |
Cloudflare, Inc.
|
15,736 | $3,859,726 | |
| 8 | XYZ |
Block, Inc.
|
32,894 | $2,499,944 |
All Filings in WEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,519 | 8,275 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $879,520 | 5,747 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $846,057 | 5,679 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $912,098 | 5,790 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $921,734 | 6,275 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $866,122 | 5,516 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $831,016 | 4,740 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,369,117 | 6,528 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $297,240 | 1,678 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||